Create a Payment Profile on Netsuite for Veem

The final step in the Veem/Netsuite integration setup is creating a payment profile.

To create a payment profile on Netsuite, follow the steps below:


Step 1: Select the new "Veem" category in the top menu bar.
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Step 2: Click "Setup"
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Step 3: Select"Veem Payment Profile"
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Step 4: Click "New"

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Step 5: In the "Veem Payment Profile" section, there will be 3 fields. Start by entering a name for the payment profile.
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Step 6: Select the subsidiary for this profile from the dropdown menu. A separate payment profile can be made for each subsidiary.
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Step 7: Select the bank account that was made Veem aware from the dropdown menu.
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Step 8: Click "Save" once all details are entered. 

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Step 9: Once saved, a prompt will show to redirect the webpage from Netsuite to Veem. Click "Ok"If you do not yet have a Veem account, first create one here.
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Step 10: Sign into Veem once redirected.

Step 11: Allow Netsuite to access Veem by clicking "Authorize"
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Once these steps are completed, Veem will now be successfully integrated with Netsuite. Now that the Netsuite/Veem connection is set up, click here to make a Veem payment via your Netsuite account. 

Still need help? You can chat or call our Customer Success team here.